Civic Intelligence

The Osborn Foundation

990 • Fiscal year 2019 • EIN 47-4600665

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization ProfileWWW.THEOSBORN.ORG
101 Theall RoadRye, NY 10580

(914) 925-8278

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.03x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.13x

Higher debt load relative to revenue than 13% of similar nonprofits.

2019 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2019

Net Margin

37th percentile

-28%

Higher net margin than 37% of similar nonprofits.

2019 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$553,093

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 104.7% of source-year revenue.

2019 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2019

Asset Growth

7th percentile

-6.9%

Faster asset growth than 7% of similar nonprofits.

2019 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

6.7%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$2,289,213

Down $170,629 (-6.9%) from 2018

Net Assets

Up

$2,221,199

Up $15,064 (+0.7%) from 2018

Liabilities

Down

$68,014

Down $185,693 (-73%) from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin37th percentile

Revenue

Up

$528,097

Up $33,203 (+6.7%) from 2018

Expenses

Up

$673,390

Up $263,456 (+64%) from 2018

Net Income

Down

-$145,293

Down $230,253 (-271%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2016: $2,306,000Liabilities 2016: $132,394Net Assets 2016: $2,173,6062016Assets 2017: $2,340,350Liabilities 2017: $3,676Net Assets 2017: $2,336,6742017Assets 2018: $2,459,842Liabilities 2018: $253,707Net Assets 2018: $2,206,1352018Assets 2019: $2,289,213Liabilities 2019: $68,014Net Assets 2019: $2,221,1992019Assets 2020: $2,360,566Liabilities 2020: $118,285Net Assets 2020: $2,242,2812020Assets 2021: $2,400,544Liabilities 2021: $67,910Net Assets 2021: $2,332,6342021Assets 2022: $3,594,251Liabilities 2022: $21,211Net Assets 2022: $3,573,0402022Assets 2023: $3,608,799Liabilities 2023: $100,358Net Assets 2023: $3,508,4412023Assets 2024: $4,002,666Liabilities 2024: $4,274Net Assets 2024: $3,998,3922024

Highlighted filing

2019

Assets$2,289,213
Liabilities$68,014
Net Assets$2,221,199
Open 2019 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $2,297,558Expenses 2016: $123,952Net Income 2016: $2,173,6062016Revenue 2017: $410,805Expenses 2017: $244,176Net Income 2017: $166,6292017Revenue 2018: $494,894Expenses 2018: $409,934Net Income 2018: $84,9602018Revenue 2019: $528,097Expenses 2019: $673,390Net Income 2019: -$145,2932019Revenue 2020: $452,880Expenses 2020: $510,648Net Income 2020: -$57,7682020Revenue 2021: $508,868Expenses 2021: $453,910Net Income 2021: $54,9582021Revenue 2022: $2,373,474Expenses 2022: $699,274Net Income 2022: $1,674,2002022Revenue 2023: $1,553,003Expenses 2023: $1,745,175Net Income 2023: -$192,1722023Revenue 2024: $634,228Expenses 2024: $691,868Net Income 2024: -$57,6402024

Highlighted filing

2019

Revenue$528,097
Expenses$673,390
Net Income-$145,293
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Gross Receipts
$1,018,332
Mission and Program Overview

Mission

The mission of the osborn foundation is to support the mission of the osborn by providing philanthropic support for key strategic initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$512,478$524,130▲ $11,652
Cash and Non-Interest-Bearing Accounts$459,562$113,547▼ $346,015
Accounts Receivable$1,555$3,320▲ $1,765
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,459,842$2,289,213▼ $170,629
Other Assets Total$1,486,247$1,648,216▲ $161,969
Liabilities
Other Liabilities$251,857$64,304▼ $187,553
Accounts Payable and Accrued Expenses$1,850$3,710▲ $1,860
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$253,707$68,014▼ $185,693
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,723,767$1,796,867▲ $73,100
Net Assets Without Donor Restrictions$482,368$424,332▼ $58,036
Total Net Assets Fund Balance$2,206,135$2,221,199▲ $15,064
Total Liabilities and Net Assets / Fund Balance$2,459,842$2,289,213▼ $170,629

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,058--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleBaseOtherTotal
Matthew AndersonPresident/CEO$2,980$683$3,663
Robert S DavisCFO and Treasurer$2,311$638$2,949
Richard SgaglioVP Marketing and Fundraising$1,166$154$1,320

Board Members and Trustees

NameTitle
Susan MillerChair
Brooks G WrightTrustee
George G PawlushTrustee
Lucien D Burnett IIITrustee
Nathan W PearsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$462,924
Program Service Revenue
$0
Investment Income
$12,048
Other Revenue
$53,125
All Other Contributions
$419,374
Change in Net Assets
$-145,293

Audited Revenue Reconciliation

Revenue per Audited Statements
$527,539
Revenue Not Reported on Financial Statements
$558
Revenue Not Reported on Form 990
$160,357
Total Revenue per Audited Statements
$687,896
Total Revenue per Form 990
$528,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$414,018
Total Fundraising Expense$193,617
Salaries, Compensation, and Employee Benefits$134,850
Other Expenses$124,522
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$367,118--$367,118
Other Salaries and Wages--$96,035$96,035
Grants to Domestic Individuals$46,900--$46,900
Office Expenses-$700$41,313$42,013
Fees for Services Management-$38,821-$38,821
Other Employee Benefits--$22,340$22,340
Other Expenses$2,211$842$17,454$20,507
Payroll Taxes--$8,543$8,543
Current Officers, Directors, Trustees, and Key Employees--$7,932$7,932
Fees for Service Investment Mgmnt Fees-$558-$558
Total Functional Expenses$438,852$40,921$193,617$673,390

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$673,390
Expenses per Audited Statements$672,832
Total Expenses per Audited Statements$672,832
Expenses Not Reported on Financial Statements$558
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Miriam Osborn Memorial Home AssociationRye, NY501(c)(3)Exp. Reimbursement$325,668
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$70,793
Fundraising Direct Expenses$17,825
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$114,343$70,793$3,340$67,453
Total Events$114,343$70,793$17,825$52,968
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$64,304
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Miriam osborn memorial home association manages the osborn foundation day to day operation and charges management fee”

Form 990, Part VI, Section A, Line 6

“Not-for-profit related organizations”

Form 990, Part VI, Section A, Line 7A

“The board members of the foundation are appointed by the osborn network, inc.”

Form 990, Part VI, Section A, Line 7B

“The sole member must approve any changes to the by-laws and appoints trustees to the board of trustees.”

Form 990, Part VI, Section B, Line 11B

“The 990 was reviewed by the cfo, the controller, the director of financial reporting and internal audit, and the board of trustees prior to being submitted to the irs. Any issues with the 990 are presented to the cfo. The audit committee must approve any changes.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, and key employees follow the conflict of interest policy set forth by miriam osborn memorial home association. If any conflict of interest exists, it must be disclosed to the board prior to important decision votes taken. If the board determines that a conflict of interest does exist, the individual associated with the conflict is prohibited from participating in the deliberations and decisions relating to that conflict.”

Form 990, Part VI, Section B, Line 15

“Consultants are contacted annually for advice on how much to move the rates. This is done by a related organization and last took place in 2019.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Osborn Foundation
EIN
47-4600665
In Care Of
% ROBERT S DAVIS
Phone
9149258278
Address
101 Theall Road, Rye, NY 10580

Signing Officer

Name
Robert S Davis
Title
CFO and Treasurer
Phone
9149258278
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert S Davis
Formed
2015
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
4
Volunteers
17

Preparer

Firm
Bkd Llp
Address
1155 Avenue of the Americas 1200, New York, NY 10036
Preparer
Aaron Shapiro
Phone
2128674000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9, Other Changes in Net Assets

“Change in beneficial interest in remainder trust = $160,819”

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

Part XI, Line 2D

“Change in beneficial interest in remainder trust: 160,819”

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IRS990/MissionDesc0THE OSBORN FOUNDATION RAISES FUNDS TO SUPPORT THE OSBORN'S CHARITY CARE PROGRAM, PROGRAMS FOR OSBORN RESIDENTS, CAMPUS BEAUTIFICATION PROJECTS, EMPLOYEE ACADEMIC ACHIEVEMENT AWARDS AND EMPLOYEE ENRICHMENT PROGRAMS, AS WELL AS MEMORIAL GIFTS. FUNDS WERE RAISED VIA MAJOR GIFT SOLICITATIONS, A CHARITABLE REMAINDER UNIT TRUST, AN ANNUAL FUNDRAISING EVENT, ANNUAL APPEAL, GRATEFUL PATIENT APPEAL, AND DONOR REPORT.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0842
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IRS990/OtherExpensesGrp/ProgramServicesAmt12211
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IRS990/OtherExpensesGrp/TotalAmt120507
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IRS990/PYSalariesCompEmpBnftPaidAmt0122736
IRS990/PYTotalExpensesAmt0409934
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IRS990/PYTotalRevenueAmt0494894
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportOtherAssetsInd0true
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0135562312
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1133890611
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0325668
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MIRIAM OSBORN MEMORIAL HOME ASSOCIATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1STERLING HOME CARE INC
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0325668
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12058
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN REMAINDER TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM STERLING HOME
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATION
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0558
IRS990ScheduleD/RevenueSubtotalAmt0527539
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST: 160,819
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt070793

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,289,213
Liabilities
$68,014
Net assets
$2,221,199
Revenue
$528,097
Expenses
$673,390
Net income
-$145,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$0.00$4.00$0.63$0.69$0.06
2023Summary only. Only limited summary data is available for this year.$3.61$0.10$3.51$1.55$1.75$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.02$3.57$2.37$0.70$1.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.07$2.33$0.51$0.45$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.12$2.24$0.45$0.51$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.07$2.22$0.53$0.67$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.25$2.21$0.49$0.41$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.41$0.24$0.17
2016Summary only. Only limited summary data is available for this year.$2.31$0.13$2.17$2.30$0.12$2.17
Peer Organizations

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